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Description
Financial services firms want to support their customers’ financial well-being, yet they often miss the tools to understand their customers’ financial resilience and mindset. This webinar presents the four financial well-being segments. Financial services executives can map their firm’s own customers to the four profiles and thus gain insight into their financial attitudes, behaviors, and interest in or use of specific personal financial management tools, services, or advice.
Key takeaways:
- Learn how to better segment your customers to deliver more relevant financial experiences.
- Identify which products and services you need to offer to best meet the needs of each segment in Canada, France, Italy, the UK, and the US.
Target audience level: all levels
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